Kaitlyn Batliner

1. Configuration Guide
2. Documents, Document Management & Email
3. Email Signatures

Hi R.C., My apologies! Step 5 should say click on "Insert Ungerboeck Image", which will open the Insert Image window. On the Insert Image window, you will be able to see the "..." as the image belo...

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• Kaitlyn Batliner
• March 23, 2017 21:37
• 0 votes

1. User Guide
2. Accounts & Contacts
3. Account and Contact Affiliations

Himanshu, glad to help! Sean, thank you for the suggestion! I have passed the feedback on to Product Management. Have a great day to you both! Kaitlyn Skubic Ungerboeck Quality Analyst

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• Kaitlyn Batliner
• March 15, 2017 13:25
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1. User Guide
2. Accounts & Contacts
3. Account and Contact Affiliations

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• Kaitlyn Batliner
• March 14, 2017 17:33
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1. User Guide
2. Opportunities
3. Sales Opportunities

Hi Kris, Once an opportunity is created for a particular account, you cannot swap it out for another account. What you can do though is Edit Opportunity. On the Edit Opportunity window, click Tools...

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• Kaitlyn Batliner
• March 07, 2017 22:32
• 0 votes

1. User Guide
2. Accounts & Contacts
3. Import Accounts and Contacts

Hello Eileen, When adding new organization accounts, email + name and class are being checked. When adding new individual accounts, first name + last name + postal code + company name and class + e...

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• Kaitlyn Batliner
• February 14, 2017 20:15
• 0 votes

1. User Guide
2. Accounts & Contacts
3. Add Multiple Addresses for an Account or Contact

  Hello Nancy! Using "Show Columns" on an Accounts list page, only the "main" records stored in the EV870 table can be pulled onto the grid. To obtain the information you are you looking for, a cou...

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• Kaitlyn Batliner
• February 06, 2017 22:37
• Edited
• 0 votes

1. User Guide
2. Accounts & Contacts
3. Inactivate, Hide or Delete Accounts and Contacts

Hello Eileen, To access an archived account, you would need to go to the Main Menu and go to Purge Accounts (v19). On the Purge Accounts window, search for the archived account. Double click on the...

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• Kaitlyn Batliner
• December 29, 2016 14:46
• 0 votes

1. Configuration Guide
2. Documents, Document Management & Email
3. Email Signatures

Hello All,   They should not need access to v20 to get the image. Also, in order to add an image, you need access to the file server.   Hope this helps! Kaitlyn

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• Kaitlyn Batliner
• November 07, 2016 19:08
• 0 votes

1. Configuration Guide
2. Documents, Document Management & Email
3. Email Signatures

Hi Kris,   In version 20, to add a logo to a signature you can take the following steps: 1. From the Global Navigation Bar, click your user name and select User Settings 2. On the User Settings win...

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• Kaitlyn Batliner
• November 04, 2016 17:34
• 0 votes

1. Configuration Guide
2. Notes & Activities
3. Activity Email Notification Template

Hi  Kris, You can only have 1 Activity Email Notification Template. Thanks! Kaitlyn

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• Kaitlyn Batliner
• November 03, 2016 20:47
• 0 votes